David is an authorised Representative of Apt Wealth Partners (Australian Financial Service Licence 436121) and has worked in financial services since 2003. David holds a Bachelor of Commerce majoring in Financial Planning and Management and is also a CERTIFIED FINANCIAL PLANNER® professional with the Financial Planning Association of Australia.

An experienced senior adviser, David provides holistic financial advice to new and existing clients including specialising in self-managed superannuation funds. He particularly enjoys getting to know clients specific financial goals and developing a roadmap to achieve their own lifestyle and financial success.

Outside of work David is kept busy with his young family and supports the Geelong Cats. He also coaches his son’s local football team and is known from time to time to participate in fun runs when he’s motivated.